Miriam Kaplan

Miriam is a Partner in the Advisory Services practice at Windes, a Southern California-based firm, where she specializes in providing outsourced CFO services. Her expertise includes financial management and reporting, FP&A services and performing due diligence for mergers and acquisitions (M&A) transactions. Miriam works closely with clients to deliver strategic financial guidance, helping organizations optimize their financial operations and achieve their long-term business goals.

Miriam’s approach centers on identifying and addressing the unique financial needs of each client, working collaboratively with the advisory services team to deliver clear, actionable, and transparent financial insights. She is dedicated to helping organizations leverage financial reporting as a tool for improving decision-making and driving operational efficiency. By evaluating key financial metrics such as liquidity, solvency, profitability, and operating performance, Miriam ensures that clients have a comprehensive understanding of their financial health and are positioned for sustainable growth.

Prior to joining Windes, Miriam held leadership roles as an operations director and financial controller, where she gained invaluable hands-on experience in managing financial operations and directing strategic initiatives. Her in-depth understanding of both financial management and operational dynamics enables her to create customized financial reports that not only enhance visibility but also highlight opportunities for cost optimization and growth. Miriam's leadership and operational insights allow her to support business owners and stakeholders in strengthening their financial foundation, improving profitability, and achieving long-term success.

Miriam’s unique combination of financial acumen and operational expertise provides her clients with the strategic guidance needed to navigate complex financial landscapes, make informed business decisions, and drive continuous improvement.